Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.48M Buy
20,863
+863
+4% +$144K 0.08% 260
2026
Q1
$3.47M Sell
20,000
-267
-1% -$48K 0.09% 234
2025
Q4
$3.76M Sell
20,267
-2,771
-12% -$518K 0.09% 220
2025
Q3
$4.64M Sell
23,038
-1,043
-4% -$215K 0.12% 180
2025
Q2
$5.26M Sell
24,081
-1,108
-4% -$250K 0.15% 157
2025
Q1
$6.15M Sell
25,189
-2,741
-10% -$622K 0.19% 123
2024
Q4
$5.93M Buy
+27,930
New +$6.2M 0.19% 118

Other funds holding MRSH

Cary Street Partners's MRSH Position: Q2 2026 in Review

Cary Street Partners increased its Marsh (MRSH) stake by 4.3% in Q2 2026, buying an estimated $144K and bringing the position to 20,863 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #260.

Cary Street Partners first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.15M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cary Street Partners held 20,863 shares of Marsh worth $3.48M as of Q2 2026.
  • Cary Street Partners bought 863 Marsh shares in Q2 2026, an estimated $144K.
  • Marsh made up 0.08% of Cary Street Partners's portfolio in Q2 2026, its #260 holding.
  • Cary Street Partners first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Marsh position peaked at $6.15M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.